Reclassify or dispose of a unit

Disposing of Serialized Equipment

1. Go to Inventory > Products.
2. Open the relevant product page.
3. Click on the serialized equipment you want to dispose of (identifiable by its inventory ID and serial number).
4. In the Products in Store section, find the row for the equipment you want to dispose of. Next to the available quantity, you'll see three buttons:
   • Two arrows: transfer between branches
   • Tag: dispose of the equipment
   • Pencil: edit the serialized equipment
5. Click the tag button.
6. A window opens and displays:
   • the original purchase price of the equipment;
   • the number of months since purchase.
7. Add:
   • the net value of the equipment at the time of disposal (you can change it afterward);
   • the reason (optional).
8. Click Dispose.

Result

• A new piece of equipment available for sale is created. It can be added to an order.
• The original rental equipment remains in your system, but it is deactivated. It is marked as sold to a customer.

Disposing of Bulk Equipment

1. Go to the bulk product page.
2. Find the Products in Store section, then the blue badge, which shows the number of bulk items you have for rental at each branch.
3. On the same row, click the tag button (dispose).
4. In the window that opens, enter:
   • the quantity to dispose of;
   • the value per unit;
   • the reason (optional).
5. Click Dispose.

Result

• The selected rental units are sold and deactivated.
• New units available for sale are created, based on the quantity entered.
• These units can then be added to an order to be sold.

Related tasks

• Manage serialized units
• Read the equipment disposals ledger
• Use the chart of accounts